W. P. Carey Inc.
WPC- 交易所
- NYSE
- 產業
- Real Estate Investment Trusts
- SEC CIK
- 0001025378
近 90 天，W. P. Carey Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 905 家機構在 13F 申報持有，市值合計 $128.2 億；沒有大師持有。
2021 年第 4 季 13F 持有人
W. P. Carey Inc. 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 768
- 較 2021 年第 3 季 +64 家
- 持有股數
- 1.13 億
- 較 2021 年第 3 季 +207.4 萬 (+1.9%)
- 總市值
- $93.1 億
- 較 2021 年第 3 季 +$11.7 億 (+14.3%)
- 新進機構
- 137
- 另有 286 家加碼
- 清倉機構
- 73
- 另有 197 家減碼
另有 13 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WPC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 905 | $128.2 億 |
| 2026 年第 1 季 | 869 | $116.9 億 |
| 2025 年第 4 季 | 857 | $106.2 億 |
| 2025 年第 3 季 | 819 | $105.9 億 |
| 2025 年第 2 季 | 820 | $97.9 億 |
| 2025 年第 1 季 | 823 | $98.2 億 |
| 2024 年第 4 季 | 782 | $81.6 億 |
| 2024 年第 3 季 | 805 | $91.7 億 |
| 2024 年第 2 季 | 784 | $81.6 億 |
| 2024 年第 1 季 | 773 | $87.1 億 |
| 2023 年第 4 季 | 782 | $104.6 億 |
| 2023 年第 3 季 | 746 | $75.9 億 |
| 2023 年第 2 季 | 820 | $92.1 億 |
| 2023 年第 1 季 | 838 | $106.4 億 |
| 2022 年第 4 季 | 855 | $106.0 億 |
| 2022 年第 3 季 | 798 | $93.6 億 |
| 2022 年第 2 季 | 813 | $104.4 億 |
| 2022 年第 1 季 | 785 | $93.7 億 |
| 2021 年第 4 季 | 768 | $93.1 億 |
| 2021 年第 3 季 | 717 | $81.5 億 |
| 2021 年第 2 季 | 699 | $80.9 億 |
| 2021 年第 1 季 | 653 | $72.5 億 |
2021 年第 4 季持有機構
每家機構持有 W. P. Carey Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 48,416 | $397.3 萬 | 0.23% | −3,597−6.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 48,532 | $398.2 萬 | 0.10% | +108+0.2% | 加碼 |
| Ensign Peak Advisors, Inc | 49,430 | $405.7 萬 | 0.01% | +10,130+25.8% | 加碼 |
| Hallmark Capital Management Inc | 50,001 | $410.3 萬 | 0.33% | +180+0.4% | 加碼 |
| Capitolis Advisors LLC | 50,214 | $412.0 萬 | 0.02% | +50,214 | 新進 |
| Arizona State Retirement System | 50,355 | $413.2 萬 | 0.03% | +411+0.8% | 加碼 |
| Nkcfo LLC | 50,400 | $413.5 萬 | 1.33% | 00.0% | 不變 |
| Pensionfund Sabic | 50,704 | $416.0 萬 | 0.78% | 00.0% | 不變 |
| NewSquare Capital LLC | 51,297 | $420.9 萬 | 0.45% | +5,831+12.8% | 加碼 |
| SEI Investments Co | 51,560 | $421.7 萬 | 0.01% | +289+0.6% | 加碼 |
| Allstate Corp | 51,391 | $421.7 萬 | 0.08% | +28,237+122.0% | 加碼 |
| MML Investors Services, LLC | 51,477 | $422.4 萬 | 0.03% | +2,313+4.7% | 加碼 |
| Mariner, LLC | 51,688 | $424.1 萬 | 0.02% | +2,470+5.0% | 加碼 |
| SOA Wealth Advisors, LLC. | 52,487 | $430.3 萬 | 1.04% | −42−0.1% | 減碼 |
| AdvisorNet Financial, Inc | 53,908 | $442.3 萬 | 0.27% | +8,562+18.9% | 加碼 |
| Cetera Investment Advisers | 54,297 | $445.5 萬 | 0.06% | −934−1.7% | 減碼 |
| Wellington Shields Capital Management, LLC | 54,541 | $447.5 萬 | 0.57% | −192−0.4% | 減碼 |
| Aviva PLC | 55,109 | $452.2 萬 | 0.02% | −437−0.8% | 減碼 |
| Bessemer Group Inc | 56,587 | $464.3 萬 | 0.01% | 00.0% | 不變 |
| Korea Investment CORP | 57,100 | $468.5 萬 | 0.01% | +4,200+7.9% | 加碼 |
| Squarepoint Ops LLC | 58,448 | $479.6 萬 | 0.02% | +42,255+260.9% | 加碼 |
| Guggenheim Capital LLC | 58,537 | $480.3 萬 | 0.03% | −4,176−6.7% | 減碼 |
| Toronto Dominion Bank | 58,594 | $480.7 萬 | 0.01% | +5,802+11.0% | 加碼 |
| Pensionfund DSM Netherlands | 59,800 | $490.7 萬 | 0.57% | 00.0% | 不變 |
| Mutual Advisors, LLC | 60,551 | $496.8 萬 | 0.26% | +1,030+1.7% | 加碼 |
| Demars Financial Group, LLC | 61,614 | $505.5 萬 | 2.68% | +2,308+3.9% | 加碼 |
| Storebrand Asset Management AS | 62,361 | $511.7 萬 | 0.02% | +432+0.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 64,237 | $526.6 萬 | 0.01% | +36,579+132.3% | 加碼 |
| Royal London Asset Management Ltd | 64,761 | $531.5 萬 | 0.02% | 00.0% | 不變 |
| FMR LLC | 65,388 | $536.5 萬 | 0.00% | −4,054−5.8% | 減碼 |
| Inspirion Wealth Advisors, LLC | 66,068 | $542.1 萬 | 1.14% | −3,404−4.9% | 減碼 |
| Karpas Strategies, LLC | 66,408 | $544.9 萬 | 1.75% | +8,583+14.8% | 加碼 |
| Surevest, LLC | 69,358 | $569.1 萬 | 1.35% | −158−0.2% | 減碼 |
| Daiwa Securities Group Inc. | 69,355 | $569.1 萬 | 0.03% | +5,370+8.4% | 加碼 |
| Treasurer of the State of North Carolina | 69,513 | $570.4 萬 | 0.03% | +930+1.4% | 加碼 |
| Rock Point Advisors, LLC | 71,747 | $588.7 萬 | 1.66% | −350.0% | 減碼 |
| Forward Management, LLC | 72,600 | $595.7 萬 | 0.57% | −30,200−29.4% | 減碼 |
| AMP Capital Investors Ltd | 74,761 | $613.4 萬 | 0.17% | −83,084−52.6% | 減碼 |
| Blair William & Co | 75,036 | $615.7 萬 | 0.02% | +13,097+21.1% | 加碼 |
| Macquarie Group Ltd | 77,415 | $618.1 萬 | 0.01% | −49,984−39.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 77,072 | $632.4 萬 | 0.02% | −7,786−9.2% | 減碼 |
| Standard Life Aberdeen plc | 78,435 | $643.6 萬 | 0.01% | +4,664+6.3% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 82,052 | $673.2 萬 | 0.87% | −2,500−3.0% | 減碼 |
| Sheets Smith Wealth Management | 82,161 | $674.1 萬 | 0.84% | +3,118+3.9% | 加碼 |
| Forsta Ap-Fonden | 83,100 | $681.8 萬 | 0.07% | −3,700−4.3% | 減碼 |
| Nisa Investment Advisors, LLC | 87,936 | $682.4 萬 | 0.05% | −10,990−11.1% | 減碼 |
| Qube Research & Technologies Ltd | 83,466 | $684.8 萬 | 0.05% | +83,466 | 新進 |
| HRT Financial LP | 83,521 | $685.2 萬 | 0.04% | +83,521 | 新進 |
| Employees Retirement System of Texas | 84,500 | $693.3 萬 | 0.08% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 85,153 | $698.7 萬 | 0.03% | −2,868−3.3% | 減碼 |
| GSI Capital Advisors LLC | 85,416 | $700.8 萬 | 3.07% | −50,369−37.1% | 減碼 |
| Susquehanna International Group, LLP | 86,269 | $707.8 萬 | 0.01% | −43,215−33.4% | 減碼 |
| Stifel Financial Corp | 88,118 | $723.1 萬 | 0.01% | +985+1.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 89,752 | $736.4 萬 | 0.02% | +5,304+6.3% | 加碼 |
| EWG Elevate Inc. | 91,142 | $747.8 萬 | 3.67% | +2,203+2.5% | 加碼 |
| Hoylecohen, LLC | 91,681 | $752.2 萬 | 0.63% | +3,295+3.7% | 加碼 |
| TD Asset Management Inc | 92,183 | $756.4 萬 | 0.01% | +4,118+4.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 92,705 | $760.6 萬 | 0.10% | +20,000+27.5% | 加碼 |
| Van Eck Associates Corp | 93,153 | $764.3 萬 | 0.02% | +24,365+35.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 93,677 | $769.8 萬 | 0.15% | −358−0.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 94,009 | $771.3 萬 | 0.02% | +18,756+24.9% | 加碼 |
| State of Alaska, Department of Revenue | 94,495 | $775.2 萬 | 0.07% | −107−0.1% | 減碼 |
| Stony Point Wealth Management Inc. | 95,651 | $784.8 萬 | 4.16% | +3,652+4.0% | 加碼 |
| Allworth Financial LP | 97,141 | $797.0 萬 | 0.11% | −6,540−6.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 103,733 | $851.2 萬 | 0.02% | −418−0.4% | 減碼 |
| Neuberger Berman Group LLC | 105,181 | $859.2 萬 | 0.01% | +11,129+11.8% | 加碼 |
| Gateway Investment Advisers LLC | 104,811 | $860.0 萬 | 0.08% | +43,846+71.9% | 加碼 |
| Nicholas Company, Inc. | 105,055 | $862.0 萬 | 0.14% | 00.0% | 不變 |
| Morgan Dempsey Capital Management LLC | 106,128 | $870.8 萬 | 2.71% | −3,657−3.3% | 減碼 |
| Janney Montgomery Scott LLC | 108,727 | $892.1 萬 | 0.03% | +10,501+10.7% | 加碼 |
| Andra AP-fonden | 109,600 | $899.3 萬 | 0.18% | +5,400+5.2% | 加碼 |
| Eaton Vance Management | 111,410 | $914.1 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisors LLC | 116,198 | $953.4 萬 | 0.19% | +6,447+5.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 122,924 | $998.9 萬 | 0.04% | +8,977+7.9% | 加碼 |
| Private Capital Advisors, Inc. | 128,725 | $1,056 萬 | 1.68% | −2,476−1.9% | 減碼 |
| Exchange Traded Concepts, LLC | 135,330 | $1,110 萬 | 0.22% | −558−0.4% | 減碼 |
| State of Wisconsin Investment Board | 136,207 | $1,118 萬 | 0.02% | +41,418+43.7% | 加碼 |
| Franklin Resources Inc | 138,273 | $1,135 萬 | 0.00% | −10,317−6.9% | 減碼 |
| Commerce Bank | 138,337 | $1,135 萬 | 0.07% | +1,898+1.4% | 加碼 |
| Pictet Asset Management SA | 140,730 | $1,155 萬 | 0.01% | −18,002−11.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 144,824 | $1,188 萬 | 0.06% | +64,950+81.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 146,034 | $1,198 萬 | 0.02% | +9,603+7.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 147,334 | $1,209 萬 | 0.04% | −9,966−6.3% | 減碼 |
| TruWealth Advisors, LLC | 147,640 | $1,211 萬 | 1.23% | +5,946+4.2% | 加碼 |
| Truist Financial Corp | 163,197 | $1,339 萬 | 0.02% | −17,933−9.9% | 減碼 |
| First Trust Advisors LP | 166,941 | $1,370 萬 | 0.01% | +94,567+130.7% | 加碼 |
| Gillson Capital LP | 172,330 | $1,414 萬 | 0.92% | +10,236+6.3% | 加碼 |
| Alliancebernstein L.P. | 174,593 | $1,433 萬 | 0.01% | −92−0.1% | 減碼 |
| Cbre Clarion Securities LLC | 179,400 | $1,472 萬 | 0.21% | +6,700+3.9% | 加碼 |
| Rhumbline Advisers | 180,697 | $1,483 萬 | 0.02% | +5,767+3.3% | 加碼 |
| Davenport & Co LLC | 184,870 | $1,517 萬 | 0.10% | −2,767−1.5% | 減碼 |
| New York State Common Retirement Fund | 187,692 | $1,540 萬 | 0.02% | +3,150+1.7% | 加碼 |
| Virginia Retirement Systems Et Al | 189,500 | $1,555 萬 | 0.14% | +8,800+4.9% | 加碼 |
| WealthPLAN Partners, LLC | 201,429 | $1,563 萬 | 1.03% | +6,622+3.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 192,471 | $1,579 萬 | 0.03% | +1,056+0.6% | 加碼 |
| HSBC Holdings PLC | 197,888 | $1,624 萬 | 0.02% | +2,814+1.4% | 加碼 |
| NN Investment Partners Holdings N.V. | 199,165 | $1,634 萬 | 0.08% | −11,100−5.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 206,300 | $1,693 萬 | 0.08% | +3,580+1.8% | 加碼 |
| Citadel Advisors LLC | 210,386 | $1,726 萬 | 0.02% | +147,782+236.1% | 加碼 |
| Nomura Asset Management Co Ltd | 210,865 | $1,730 萬 | 0.09% | +9,650+4.8% | 加碼 |